SWS
SYSTM Wealth Solutions’s Union Pacific UNP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1,247
| Closed | -$282K | – | 604 |
|
|
2024
Q2 | $282K | Buy |
1,247
+42
| +3% | +$9.5K | 0.06% | 176 |
|
|
2024
Q1 | $296K | Buy |
1,205
+1
| +0.1% | +$246 | 0.04% | 349 |
|
|
2023
Q4 | $296K | Buy |
+1,204
| New | +$296K | 0.04% | 328 |
|
|
2023
Q3 | – | Sell |
-1,045
| Closed | -$214K | – | 494 |
|
|
2023
Q2 | $214K | Buy |
+1,045
| New | +$214K | 0.03% | 446 |
|
|
2023
Q1 | – | Sell |
-5,705
| Closed | -$1.18M | – | 528 |
|
|
2022
Q4 | $1.18M | Buy |
+5,705
| New | +$1.18M | 0.15% | 180 |
|